I think Anker is on to something which will be a growing sector.
But it likely won’t grow for a few more years.
Global warming makes national grid power lines fail. Heat makes wires droop and increases resistance which creates a feedback loop of even more heat.
The move to EV will make the grids fail even faster.
Global warming feeding into more installations of Air Conditioning will make the grids fail even faster.
The more extreme rain will also make for “get out of Dodge” situations, currently only really common on the gulf coast, to be wider. So portability is also going to be a key differentiator Vs fixed static systems.
I think it will take a few years before people take it seriously, there’s natural cycles where you can go a few years of benign weather then a really bad year to remind everyone global warming is here to stay for at least a century.